Sr Associate, Corporate Actions & Settlements

Job title:

Sr Associate, Corporate Actions & Settlements

Company

Canadian Western Bank

Job description

At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsHybrid. Collaborative connections.Hire Range: $50,600 – $63,300Note: The external title has been changed to align with industry standards. The internal job title will be: “Sr Trust Services Officer”Trust your finance career to CWBoffers a wide variety of trustee and custodial solutions for businesses and institutional investors. We operate with a deep understanding of the markets where we can add value. We have a proven reputation for comprehensive delivery of fiduciary expertise, safety of assets and dedicated service. Our philosophy is centered on providing clients with client-focused service, notable value, and tailored solutions.We are looking for change makers. Process enthusiasts. Future leaders. Performance focused go-getters who are looking to accelerate their careers. Our team thrives on idea-sharing, collaboration, respect, caring, and camaraderie.Explore a career with CWB Trust Services where we offer an unmatched employee experience guaranteed to redefine what it means to work for a top employer. Our culture is a key differentiator and one we are proud of.The opportunityThe Sr Associate, Corporate Actions and Settlements will oversee and administer the processing of corporate actions and support in daily trade settlements. This is a highly collaborative role and the successful candidate will also engage with other functions within the team including mutual funds, pooled funds, GICs, and reconciliations. You will work closely with the Manager, Securities to coordinate and monitor work within the team and will also serve as trainer to junior members of the team.What you’ll be doing

• Process and reconcile corporate actions payments.
• Review and interpret corporate action information related securities held in client accounts.
• Communicate with the Client Services Team and external contacts responding to transaction requests and inquiries.
• Support the manager in the overall operation of the team, coordinating the flow of work and communication and ensuring an equitable distribution of work.
• Monitor and periodically audit work completed by the team to ensure it’s completed within established timeframes, service level agreements and operational policies.
• Investigate and resolve errors and complex transactions, including discrepancies identified by Internal Controls or the Client Services Team.
• Train team members and ensure that the team is kept up to date on industry knowledge and standards
• Maintain and develop procedures documents related to assigned activities.
• Participate in department initiatives and projects related to post-trade securities operations.

Who we’re looking for & what you’ve done

• Forming relationships. You are all about clients and will be the first point of call for client issues.
• An excellent support. You are an outstanding teammate and thrive working in a collaborative environment. You see the value in working together and have achieved many professional wins because of this mentality.
• Technologically proficient. You are adept at learning new software that you will use on a day-to-day basis.
• You are hardworking: Working towards results and supporting your team by offering support and accountability
• Change Maker: You are curious, gritty, focused, and not afraid to question the status quo.

Core knowledge requirements

• Experience processing corporate actions directly to client accounts
• Understanding of CDS and DTCC settlement process
• Proficiency with MS Office suite (Excel, Powerpoint, Outlook, etc.)
• Post-secondary education in business or a related discipline

Relevant “can do” experience

• 5+ years of administrative experience in the Canadian securities industry at a brokerage firm or custodian .
• Completion of the Canadian Securities Course (CSC ) preferred
• Understanding of investment concepts and operational procedures of an investment firm or custodian.
• Strong understanding of RRSP, RRIF and TFSA rules is an asset
• Experience working with GlobalPlus or FIS Unity is an asset.
• Some supervisory experience is an asset.

Why work with us?Your success is our obsession! And our award-winning culture & benefits back it up.Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.Wellness matters. We offer an award-winning benefits package that includes:

• Hybrid work environments
• Everyday flexibility
• Generous company-funded health coverage
• Health care spending account
• A flexible wellness program
• generous time-away options to unplug, rest & recover

Career development. We commit to our employees’ development and help them reach their professional goals with:

• Organization wide coaching services
• Mentorship
• Education support & training programs

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.#LI-JA1IND-JAAs an equitable employer, CWB Financial Group is committed to providing a safe and where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require during any part of the recruitment or selection process, please reach out.Closing Date:

• Position closes at 12:01am on the close date identified below. 04/1/2024

Expected salary

$50600 – 63300 per year

Location

Vancouver, BC

Job date

Wed, 06 Mar 2024 05:48:34 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (un-jobs.net) you saw this job posting.